Frank Lentz is a registered investment advisor at Managed Wealth Advisors, based in Neshanic Station, NJ, with 15 years of industry experience. Frank operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 39 clients with $37M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fee structure can be negotiated at the time of entering the agreement; however, fees cannot be waived or reduced due to underperformance of the Portfolio.
Fee Estimator
Location
Neshanic Station, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Managed Wealth Advisors
State Registrations2 states
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